Donaldson Co Inc
DCI- Exchange
- NYSE
- Industry
- Industrial & Commercial Fans & Blowers & Air Purifing Equip
- SEC CIK
- 0000029644
In the last 90 days, Donaldson Co Inc insiders filed 0 open-market purchases and 2 sales; 632 institutions reported holding it in 13F filings for Q2 2026, worth $9.43B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Donaldson Co Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 457
- +1 vs. Q1 2023
- Shares held
- 98.5M
- +140.1K (+0.1%) vs. Q1 2023
- Total value
- $6.15B
- −$270.1M (−4.2%) vs. Q1 2023
- New holders
- 43
- 140 more added
- Sold out
- 42
- 180 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DCI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 632 | $9.43B |
| Q1 2026 | 613 | $8.59B |
| Q4 2025 | 621 | $8.91B |
| Q3 2025 | 564 | $8.19B |
| Q2 2025 | 528 | $7.07B |
| Q1 2025 | 520 | $6.96B |
| Q4 2024 | 528 | $6.90B |
| Q3 2024 | 536 | $7.48B |
| Q2 2024 | 517 | $7.32B |
| Q1 2024 | 504 | $7.73B |
| Q4 2023 | 471 | $6.76B |
| Q3 2023 | 453 | $6.11B |
| Q2 2023 | 457 | $6.15B |
| Q1 2023 | 456 | $6.42B |
| Q4 2022 | 418 | $5.75B |
| Q3 2022 | 388 | $4.85B |
| Q2 2022 | 387 | $4.78B |
| Q1 2022 | 403 | $5.12B |
| Q4 2021 | 425 | $5.87B |
| Q3 2021 | 406 | $5.66B |
| Q2 2021 | 402 | $6.42B |
| Q1 2021 | 408 | $5.89B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 26,222 | $19 | 0.00% | +26,222 | New |
| PSI Advisors, LLC | 2 | $125 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $250 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $625 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 12 | $750 | 0.00% | −3−20.0% | Reduced |
| Avion Wealth | 16 | $1.00K | 0.00% | +16 | New |
| Concord Wealth Partners | 17 | $1.06K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.19K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19 | $1.19K | 0.00% | +10+111.1% | Added |
| Sofos Investments, Inc. | 63 | $1.23K | 0.01% | +63 | New |
| TFC Financial Management | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $1.31K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 21 | $1.31K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 21 | $1.31K | 0.00% | +21 | New |
| Disciplined Investments, LLC | 22 | $1.38K | 0.00% | −2−8.3% | Reduced |
| Financial Perspectives, Inc | 22 | $1.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $1.75K | 0.00% | −4−12.5% | Reduced |
| Bell Investment Advisors, Inc | 31 | $1.94K | 0.00% | −8−20.5% | Reduced |
| M&R Capital Management Inc | 33 | $2.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $2.25K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 38 | $2.38K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 45 | $2.81K | 0.00% | +45 | New |
| Ronald Blue Trust, Inc. | 51 | $3.00K | 0.00% | −487−90.5% | Reduced |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 48 | $3.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $3.44K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 66 | $4.00K | 0.00% | +66 | New |
| Sugarloaf Wealth Management, LLC | 68 | $4.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 71 | $4.44K | 0.00% | −49−40.8% | Reduced |
| Earnest Partners LLC | 72 | $4.50K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 73 | $4.56K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 84 | $5.25K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 91 | $5.69K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 106 | $6.63K | 0.00% | +65+158.5% | Added |
| JNBA Financial Advisors | 112 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 122 | $7.63K | 0.00% | +54+79.4% | Added |
| Brown, Lisle/Cummings, Inc. | 125 | $7.81K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 135 | $8.44K | 0.00% | −1−0.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 140 | $8.75K | 0.00% | −66−32.0% | Reduced |
| BDO Wealth Advisors, LLC | 168 | $10.5K | 0.00% | +168 | New |
| JFS Wealth Advisors, LLC | 169 | $10.6K | 0.00% | −3−1.7% | Reduced |
| Hoese & Co LLP | 180 | $11.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 197 | $12.3K | 0.00% | +11+5.9% | Added |
| Group One Trading, L.P. | 200 | $12.5K | 0.00% | +200 | New |
| Colonial Trust Co | 200 | $12.5K | 0.00% | +200 | New |
| Quadrant Capital Group LLC | 239 | $14.9K | 0.00% | −53−18.2% | Reduced |
| Eagle Bay Advisors LLC | 244 | $15.3K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 273 | $17.1K | 0.01% | +273 | New |
| Lindbrook Capital, LLC | 299 | $18.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 302 | $18.9K | 0.00% | +25+9.0% | Added |
| Tradition Wealth Management, LLC | 298 | $19.0K | 0.00% | +1+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 328 | $20.5K | 0.00% | −860−72.4% | Reduced |
| Proequities, Inc. | 335 | $20.9K | 0.00% | +16+5.0% | Added |
| Your Advocates Ltd., LLP | 350 | $21.9K | 0.01% | +350 | New |
| Asset Dedication, LLC | 377 | $24.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 412 | $25.8K | 0.00% | −218−34.6% | Reduced |
| Fred Alger Management, LLC | 427 | $26.7K | 0.00% | −454−51.5% | Reduced |
| Pflug Koory, LLC | 435 | $27.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 690 | $31.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 520 | $32.5K | 0.00% | −19,121−97.4% | Reduced |
| EverSource Wealth Advisors, LLC | 573 | $35.8K | 0.00% | +12+2.1% | Added |
| Fifth Third Bancorp | 586 | $36.6K | 0.00% | −615−51.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 595 | $37.2K | 0.00% | −66−10.0% | Reduced |
| Signaturefd, LLC | 611 | $38.2K | 0.00% | −230−27.3% | Reduced |
| Riverview Trust Co | 616 | $38.5K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 631 | $39.4K | 0.00% | +631 | New |
| Webster Bank, N. A. | 650 | $40.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 650 | $40.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 665 | $41.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 676 | $42.3K | 0.02% | +676 | New |
| TD Private Client Wealth LLC | 733 | $45.8K | 0.00% | +346+89.4% | Added |
| Exchange Traded Concepts, LLC | 745 | $46.6K | 0.00% | −1,966−72.5% | Reduced |
| Gleason Group, Inc. | 775 | $48.4K | 0.01% | +3+0.4% | Added |
| Geneos Wealth Management Inc. | 800 | $50.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 950 | $59.0K | 0.00% | +453+91.1% | Added |
| National Bank of Canada | 1,000 | $62.5K | 0.00% | −29,800−96.8% | Reduced |
| Covestor Ltd | 1,024 | $64.0K | 0.05% | −485−32.1% | Reduced |
| Manchester Capital Management LLC | 1,054 | $65.9K | 0.01% | +983+1,384.5% | Added |
| Adirondack Trust Co | 1,100 | $69.1K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,237 | $77.3K | 0.12% | −661−34.8% | Reduced |
| Harbour Investments, Inc. | 1,292 | $80.8K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,391 | $87.0K | 0.00% | +1,391 | New |
| Benjamin Edwards Inc | 1,510 | $94.0K | 0.02% | −320−17.5% | Reduced |
| JJJ Advisors Inc. | 1,558 | $97.4K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,654 | $103.4K | 0.01% | +411+33.1% | Added |
| AdvisorNet Financial, Inc | 1,754 | $109.6K | 0.01% | +323+22.6% | Added |
| Johnson Financial Group, Inc. | 1,921 | $120.1K | 0.01% | −4,690−70.9% | Reduced |
| Ci Investments Inc. | 2,110 | $132.0K | 0.00% | +139+7.1% | Added |
| Northwest Capital Management Inc | 2,298 | $143.6K | 0.06% | +2,298 | New |
| Whittier Trust Co | 2,312 | $144.5K | 0.00% | −26−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,077 | $192.3K | 0.01% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,200 | $200.0K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,200 | $200.0K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,212 | $200.8K | 0.00% | −69−2.1% | Reduced |
| Stephens Inc | 3,227 | $201.7K | 0.00% | −71−2.2% | Reduced |
| Janney Montgomery Scott LLC | 3,303 | $206.0K | 0.00% | −496−13.1% | Reduced |
| Ballast Advisors LLC | 3,403 | $212.7K | 0.08% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,426 | $214.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,469 | $216.8K | 0.00% | −408−10.5% | Reduced |